Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,568 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,911 | $28,109-47.0% | $71,086-79.0% | $56,287-73.5% |
| Participation rate | 85.0% | 40.4%+44.6pp | 54.7%+30.3pp | 69.9%+15.1pp |
| Annual return | 8.24% | -615.05%+623.3pp | 650.59%-642.3pp | -9.96%+18.2pp |
| Employer contribution / active EE | $152 | $558-72.7% | $1,088-86.0% | $2,111-92.8% |
| Participant deferral / active EE | $1,382 | $1,116+23.8% | $1,874-26.3% | $3,350-58.8% |
| Admin fee / account holder | $196 | $585-66.5% | $3,082-93.7% | $521-62.4% |